Signature Moves – From “Will I Be Okay?” to Seeing What’s Possible

The moments that shape our lives often shape the kind of financial guidance we need beside us. And while clients may be facing those moments for the first time, our experienced advisors have helped many others through similar situations before – developing their own distinct way of guiding people through uncertainty, important decisions, and what comes next.

Signature Moves highlights those approaches, so people can more easily recognize the advisor they’ll want beside them when life happens.

Meet Allison Patella, CFP^®, Wealth Advisor at Hightower Signature Wealth in Austin, TX.

Signature Move

Helping widows see what their wealth can make possible for the life they want to live now.

Who This Is For

You’ve spent years making financial decisions as part of a couple. Now you’re making them for yourself – and you may be surprised by how different the questions feel.

• You want to know with greater certainty that you have enough to support yourself through the years ahead
• Some of the financial habits or systems you shared with your spouse may no longer fit the way you want to live today
• You’re beginning to wonder whether the wealth you’ve worked hard to preserve could give you more choices than you realized

Knowing you’ll be okay is important. But it can also open the door to a different question: What does being okay allow you to do?

Where You Are Today

For as long as you can remember, saving carefully and protecting what you built has been second nature. Now you have an opportunity to consider whether those same habits still serve you – and to give yourself permission to think about what you want your financial security to do for you.

What You’re Going Through

Losing your spouse can change the decisions in front of you, but it doesn’t automatically change financial habits or assumptions built over many years.

• You may still be saving, spending, or organizing your finances according to a system that made sense when you were making decisions together
• The fear of running out of money can make preserving what you have feel safer than considering how else you might use it
• Until you know what your resources can comfortably provide, options that are well within reach may not feel available to you

The goal isn’t to spend for the sake of spending. It’s to recognize when what you’ve built gives you room to say yes to more of what matters to you.

Allison’s 3-Step Approach

1. See what you have – bring together what you own, where it is, how it’s titled, and how the accounts fit together so you can see your full picture.
2. Picture what you want – give yourself room to think beyond what you need and consider what could make your life easier, more enjoyable, or more meaningful.
3. Put your wealth to work for you – use your financial plan to see what’s comfortably within reach, then begin making choices that reflect how you want to live now.

Signature Perspective

“Sometimes the question isn’t whether you can afford something. It’s whether you’ve given yourself permission to consider it.” – Allison Patella, CFP®

What You’ll Experience

• A clear view of what you own, what it can provide, and how long it may need to last
• Hands-on education and encouragement that helps you become more familiar with your finances – and more open to possibilities you may not have considered before
• A plan centered on your priorities today – not simply the habits or systems that guided your finances in the past

Where You’ll Be Tomorrow

You move from questioning what you can afford to giving yourself permission to consider what you actually want.

Connect with Allison

If you’ve lost your spouse and are wondering what may be financially possible for you now, talk with Allison.

View Allison’s Bio

Visit Allison on LinkedIn